SF
| |
STAR Financial Bank13F | |
| STAR Financial Bank | |
| Last update 2025-05-05 | 104 Stocks (6 new) |
| Value $137.00 Mil | Turnover 12 % |
STAR Financial Bank Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWF | iShares Russell 1000 Growth ETF | 45,053 | 16,268.2 | -12.96% | 11.910 | -1.94% | 0.020 | +24.80% | +6.98% | 112,816.9 | ||
VTV | Vanguard Value ETF | 71,810 | 12,404.5 | +6.85% | 9.080 | +0.58% | 0.010 | +13.03% | +7.17% | 133,144.6 | ||
QQQ | INVESCO QQQ Trust | 11,380 | 5,336.3 | +2.36% | 3.910 | +0.09% | 0.000 | +24.63% | +8.93% | 356,737.8 | ||
IJH | iShares Core S&P Mid-Cap ETF | 84,639 | 4,938.7 | -14.31% | 3.620 | -0.63% | 0.010 | +19.58% | +3.30% | 97,835.2 | ||
IBDR |
iShares iBonds Dec 2026 Term Corporate ETF
iShares iBonds Dec 2026 Term Corporate ETF
| 160,223 | 3,879.0 | +5.63% | 2.840 | +0.15% | 0.120 | +1.44% | +2.51% | 3,325.3 | ||
IBDS |
iShares iBonds Dec 2027 Term Corporate ETF
iShares iBonds Dec 2027 Term Corporate ETF
| 137,975 | 3,336.2 | +4.46% | 2.440 | +0.10% | 0.110 | +1.73% | +3.07% | 3,126.9 | ||
HDV | iShares Core High Dividend ETF | 26,151 | 3,167.4 | New Holding | 2.320 | +2.32% | 0.030 | +10.04% | +8.88% | 11,337.4 | ||
HAWX |
iShares Currency Hedged MSCI ACWI ex U.S. ETF
iShares Currency Hedged MSCI ACWI ex U.S. ETF
| 93,160 | 3,115.3 | New Holding | 2.280 | +2.28% | 1.260 | +16.11% | +10.96% | 258.0 | ||
IBDT |
iShares iBonds Dec 2028 Term Corporate ETF
iShares iBonds Dec 2028 Term Corporate ETF
| 122,946 | 3,105.6 | +10.70% | 2.270 | +0.22% | 0.110 | +2.34% | +3.93% | 2,843.0 | ||
AAPL | Apple Inc | 13,564 | 3,013.0 | -8.64% | 2.210 | -0.23% | 0.000 | +11.71% | -14.96% | 3,172,937.0 | Hardware |
STAR Financial Bank's Historical Top Holdings Breakdowns
STAR Financial Bank's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
HDV | iShares Core High Dividend ETF | 2025-03-31 | New Buy New Buy | +2.32% | 110.86 ($116.87) 121.12 | $120.48 | 3.09% | New holding | 26,151 | 26,151 | |
HAWX |
iShares Currency Hedged MSCI ACWI ex U.S. ETF
iShares Currency Hedged MSCI ACWI ex U.S. ETF
| 2025-03-31 | New Buy New Buy | +2.28% | 32.01 ($33.46) 34.37 | $35.25 | 5.36% | New holding | 93,160 | 93,160 | |
DVY | iShares Select Dividend ETF | 2025-03-31 | Sold Out Sold Out | -2.12% | 128.58 ($134.09) 138.1 | $137.14 | 2.27% | Sold Out | 0 | -22,464 | |
IWF | iShares Russell 1000 Growth ETF | 2025-03-31 | Reduce Reduce | -1.94% | 360.07 ($394.62) 417.26 | $428.72 | 8.64% | Reduce -12.96% | 45,053 | -6,711 | |
IBTL |
iShares iBonds Dec 2031 Term Treasury ETF
iShares iBonds Dec 2031 Term Treasury ETF
| 2025-03-31 | Add Add | +0.74% | 19.55 ($19.98) 20.33 | $20.30 | 1.60% | Add 427.91% | 61,010 | 49,453 | |
IBDX |
iShares iBonds Dec 2032 Term Corporate ETF
iShares iBonds Dec 2032 Term Corporate ETF
| 2025-03-31 | New Buy New Buy | +0.71% | 24.21 ($24.74) 25.09 | $25.13 | 1.57% | New holding | 38,654 | 38,654 | |
IBTM | ISHARES TRUST | 2025-03-31 | New Buy New Buy | +0.65% | 21.92 ($22.45) 22.89 | $22.80 | 1.54% | New holding | 38,992 | 38,992 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Reduce Reduce | -0.63% | 57.21 ($62.1) 65.8 | $63.99 | 3.04% | Reduce -14.31% | 84,639 | -14,131 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.60% | 554.06 ($590.51) 615.85 | $628.85 | 6.49% | Add 98.84% | 2,921 | 1,452 | |
IWD | iShares Russell 1000 Value ETF | 2025-03-31 | Reduce Reduce | -0.60% | 182.82 ($190.45) 196.21 | $197.34 | 3.62% | Reduce -26.63% | 12,500 | -4,538 |
STAR Financial Bank Total Holding History ($B)
STAR Financial Bank's Asset Allocation
STAR Financial Bank Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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STAR Financial Bank's Hypothetical Growth since 2025-03-31
STAR Financial Bank's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
STAR Financial Bank's Holdings Heat Map
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STAR Financial Bank's Holdings Bubble Chart
STAR Financial Bank News
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